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New Member
posted Jun 4, 2019 9:46:45 PM

How do I transfer info from Morgan Stanley 1099R and 1099 to my 2016 tax return?

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1 Replies
New Member
Jun 4, 2019 9:46:47 PM

You can import your tax forms directly from Morgan Stanley. When in the section about your 1099-R, simply select Morgan Stanley as your provider and then follow the prompts to import your tax documents.